Home>Mutual Funds>SBI Mutual Fund>SBI Consumption Opportunities Fund Direct Growth
shareSHARE

SBI Consumption Opportunities Fund Direct Growth+1.12%

17.24%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Consumption Opportunities Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.47%
NAV₹152.52 (19 Jan 2021)
Fund Started01 Jan 2013
Fund Size681 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.2%
5.8%
15.7%
14.9%
Category Average
18.9%
7.3%
15.0%
-
Rank Within Category
6
6
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 17.2% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio - 1.53%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
ITC Ltd.FMCGEquity7.9%
Bharti Airtel Ltd.CommunicationEquity6.9%
Sheela Foam Ltd.TextilesEquity6.7%
Emami Ltd.FMCGEquity6.5%
Page Industries Ltd.TextilesEquity6.0%
Indian Hotels Co. Ltd.ServicesEquity5.5%
Hawkins Cookers Ltd.Cons DurableEquity5.3%
Kajaria Ceramics Ltd.ConstructionEquity4.9%
Maruti Suzuki India Ltd.AutomobileEquity4.3%
Relaxo Footwears Ltd.FMCGEquity4.0%
See All

SBI Consumption Opportunities Fund Direct Growth Details

SBI Consumption Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Saurabh Pant is the Current Fund Manager of SBI Consumption Opportunities Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹681 Cr and the Latest NAV as of 19 Jan 2021 is ₹152.52.

The SBI Consumption Opportunities Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.10% if redeemed within 30 days.

Investment Objective

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 0.10% if redeemed within 30 days.
Exit Load

Compare Funds

SBI Consumption Opportunities Fund Direct Growth
VS
search

About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Similar Funds